Working Capital Management Overview


Overview of Chapter Topics

  • Operating Cash Flows: Review of cash inflows and outflows, including concentration accounts and funding flows.

  • Cash Flow Timeline and Float: Examination of the cash flow timeline and the impact of float on cash management.

  • Cash Conversion Cycle (CCC): Analyzing the CCC and its components.

  • Current Balance Sheet Accounts: Exploring how changes in balance sheet accounts affect external financing.

  • Working Capital Investment and Financing Strategies: Strategies for managing working capital effectively.

  • Management of Credit and Accounts Receivable (A/R): Policies and best practices for managing A/R and trade credit.

  • Management of Inventory: Techniques for efficient inventory management.

  • Management of Accounts Payable (A/P): Systems for managing A/P effectively.

  • Multinational Working Capital Management Tools: Tools for managing working capital in multinational companies.


Operating Cash Flows

  • Cash Inflows:

    • Concentration Account: A mechanism for pooling cash inflows from various sources to maximize liquidity.

    • Concentration Flows: Ways to centralize cash inflows to enhance liquidity management.

  • Cash Outflows:

    • Methods for tracking and managing short-term investments and borrowing.

    • Importance of liquidity management in controlling cash outflows.


Float

  • Definition: Float refers to the time interval or delay between the initiation and completion of specific phases in the cash flow timeline.

  • Causes of Float:

    • Wait Time: Time lost while awaiting actions from other parties.

    • Information Transmission: Time required for inflow or outflow of information.

    • Process Inefficiencies: Delays related to paper processes and delivery systems.


Float Timeline

  • Key stages in the cash flow process include:

    • Order Preparation

    • Shipping Preparation

    • Invoice Processing

  • Typical Delays:

    • Invoicing Float: 40+ days.

    • Payment Float: 10+ days.

    • Disbursement/Collection Float: 1-5 days.


The Cash Conversion Cycle (CCC)

  • Definition: The CCC measures the time duration between outlaying cash for raw material and receiving cash from product sales.

  • Illustration: A timeline may show different stages from purchase of materials to collection of accounts receivable.

  • Formula for CCC:
    CCC=extDaysInventory+extDaysReceivablesextDaysPayablesCCC = ext{Days Inventory} + ext{Days Receivables} - ext{Days Payables}


More on Cash Conversion Cycle (CCC)

  • Cash Turnover Ratio: Calculated using extCashTurnover=rac365CCCext{Cash Turnover} = rac{365}{CCC}

    • Example 1: With CCC = 50 days, Cash Turnover = 7.3 times.

    • Example 2: With CCC = 39 days, Cash Turnover = 9.4 times.


Problems in Managing CCC

  • Challenges Include:

    • Potential lost sales due to inventory shortfalls.

    • Production stoppages stemming from cash flow mismanagement.

    • Stretched accounts payable impacting payment policies.

    • Lost cost-saving trade discounts.

    • Higher prices from vendors due to inadequate order volumes or slow payments.

    • Refusal from suppliers to sell to financially weaker clients.


Changes in Current Accounts Impacting External Financing

  • Changes in Current Assets:

    • May necessitate additional financing for operations.

  • Changes in Current Liabilities:

    • Some liabilities can be spontaneous and adjust with business needs.

  • External Financing Requirements:

    • Defined as the changes in Net Working Capital (NWC), calculated as
      extNWC=extCurrentAssetsextCurrentLiabilitiesext{NWC} = ext{Current Assets} - ext{Current Liabilities}


Working Capital Investment and Financing Strategies

  • Asset Breakdown:

    • Fixed assets vs. fluctuations in current assets.

  • Maturity Matching: Aligning asset and liability maturities to stabilize finance costs.

  • Investment Strategies:

    • Restrictive vs. Relaxed Current Asset Investment strategies.

  • Financing Strategies:

    • Utilizing both short-term and long-term funding sources effectively.


Management of Credit and Accounts Receivable (A/R)

  • Relationship Between Treasury and Credit Management:

    • Credit managers set standards for credit policies, define sales terms, and monitor credit limits.

  • A/R Management Responsibility:

    • Billing, processing payments, and managing delinquent accounts.


Trade Credit Policies

  • Importance of maintaining:

    • Written credit policies to ensure clarity and fairness, encompassing:

    • Credit standards, terms, and discounts.

    • Methods for monitoring customer financial health and collection policies.


The Five C’s of Credit

  1. Character: Willingness to pay, as indicated by payment history.

  2. Capacity: Financial resources available to meet obligations.

  3. Capital: Financial resources that supplement cash flows.

  4. Collateral: Assets available to secure unpaid obligations.

  5. Conditions: Overall economic environment affecting the buyer and seller.


Credit & Payment Application

  • Forms of Credit Extension:

    • Different types include:

    • Open account, Installment credit, Revolving credit, and Letter of Credit (L/C).

  • A/R Management Objectives:

    • Convert A/R into cash expeditiously while minimizing collection expenses and losses.


Common Terms of Sale

  • Various terms include:

    • Cash before delivery (CBD), Cash on delivery (COD).

    • Cash terms, Net terms, Discount terms, Monthly billing, Draft/Bill of lading, Seasonal dating, and Consignment.


Management of Inventory

  • Inventory Management Techniques:

    • Just-In-Time (JIT) inventory management.

    • Material Planning System (MPS).

    • Supplier-managed replenishment programs.

    • Paid-on-production inventory processes.

  • Financing Alternatives for Inventory:

    • Use of trade credit, supply chain financing, collateralized loans, public warehousing, and floor planning.


Management of Accounts Payable (A/P)

  • Primary Responsibilities:

    • Verification of invoices and payment authorization (known as “vouchering”).

  • Disbursement System:

    • Differences between centralized and decentralized systems of management.


Management Working Capital Management Tools

  • Tools for managing working capital, especially for multinational operations include:

    • Multicurrency Accounts: Accounts that handle various currencies for payments.

    • Netting Systems: For reducing FX transaction costs.

    • Leading and Lagging Strategies: For effective cash flow management.

    • Re-invoicing: Center that facilitates international trade between subsidiaries.

    • Internal Factoring and In-House Banking: To optimize cash flows.

    • Export Financing: For supporting international trade activities.


Multicurrency Accounts

  • Definition: Accounts allowing transactions in multiple currencies.

  • Key Stipulations:

    1. Base currency of the account.

    2. Accepted portfolio of currencies.

    3. Spread or margin for currency exchanges.

    4. Value dates for transactions.


Benefits/Costs of Netting System

  • Benefits:

    • Reduces FX transactions and wire transfers.

    • Provides favorable FX rates & cash forecasting.

  • Costs:

    • Setup and maintenance of the system.


Re-invoicing Center Purpose

  • Manages the purchase of goods from exporting subsidiaries and their resale to importing subsidiaries.


Benefits of In-House Banking

  • Advantages include:

    • Reduction in general banking costs through consolidation.

    • Tax benefits and improved treasury management.

    • Aggregation of small transactions into larger ones.


Export Financing

  • Support Structures: Governments assist exports through loans and guarantees via Export Credit Agencies (ECA).

  • Advantages:

    • Generally lower fixed interest rates and risk protection.

  • Disadvantages:

    • Time-consuming approval processes and currency exposure risks.


What did we learn in this session?

  • Comprehensive insights into managing working capital, including cash flows, credit management, inventory, and multinational challenges.

  • Forms of Credit Extension:

    • Open Account: A form of credit where goods are shipped and the buyer pays later, often within a specified period.

    • Installment Credit: A type of credit where payments are made in regular intervals until the total amount is paid off.

    • Revolving Credit: A credit arrangement that allows the borrower to use funds up to a limit, repay it, and borrow again.

    • Letter of Credit (L/C): A document from a bank guaranteeing payments to a seller upon fulfillment of specified conditions.

  • A/R Management Objectives:

    • Convert A/R into cash expeditiously while minimizing collection expenses and losses.

    • Implement clear follow-up procedures for overdue accounts.

    • Utilize technology for monitoring and managing receivables effectively.